MMUFX Mutual Fund

MMUFX Mutual Fund (MFS Utilities Fund A) is managed by MFS Investment Management with $1.68B in net assets. MMUFX expense ratio is 1.00%, holding 45 positions across sectors including Utilities, Industrials. Inception date: 1992-02-14.

MMUFX performance shows a YTD return of 6.49%. The 1-year return is 10.38% and the 5-year return is 6.97%. MMUFX dividend yield stands at 3.87%, paid quarterly.

MMUFX top holdings include Nextera Energy Inc. (12.9%), Constellation E.. (6.8%), Pg&E Corp. (5.6%), Xcel Energy, Inc (5.3%), Sempra Common Stock (4.8%). Go to all MMUFX holdings, MMUFX sectors, or MMUFX dividends.

MMUFX can be compared against other funds. Use MMUFX overlap to find shared positions, or MMUFX vs another fund for a side-by-side view. MMUFX alternatives are available via the screener, along with tax-loss harvesting opportunities.